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Home > Institutional Investor > Exchange Bank > Profile

Instuitional Investor - Exchange Bank

Fund Profile
Filing Period:
Fund Name: Exchange Bank
Portfolio Value $115,434,855
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 103,176 $10,240,222 8.87%
2.
Apple Inc.
 AAPL 30,455 $5,863,497 5.07%
3.
Ishares National Amt-Free Muni
 43,426 $4,707,812 4.07%
4.
Johnson & Johnson
 JNJ 26,987 $4,229,945 3.66%
5.
Microsoft Corp
 MSFT 10,713 $4,028,513 3.48%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)